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Kareo Help Center

Procedure Macros

Updated: 10/23/2020
Views: 1910

A procedure macro (sometimes referred to as an explosion code) is a special code you create that when entered into a procedure line of an encounter, loads multiple procedures, modifiers, and diagnoses codes. Since many patient visits are nearly identical, these procedure macros provide a convenient shortcut that saves time when entering procedures performed on an encounter.

You will always begin with finding the procedure macro before creating, editing, or deleting a procedure macro.

Find Procedure Macro

  • Click Settings > Procedure Macros. The Find Procedure Macro window opens.
    Tip_Icon.pngTip: When there are numerous procedure macros listed, use the Look For search bar to enter all or part of a keyword for the procedure macro. Then, click Find Now.  
Desktop_ProcedureMacros_Navigate.png

New Procedure Macro

  1. To prevent duplication when there are numerous procedure macros, verify the procedure macro is not in the system. Then, click New at the bottom. The New Procedure Macro window opens.
  2. Enter the information.
    1. The general information about the procedure macro:
      • Enter a unique Name for the procedure macro.
        Note: Limit the name to a single word if possible as this is what is used when entering procedures on an encounter.
      • Click to select the specific provider from the Doctor drop-down menu or leave blank to apply to all providers.
      • Enter a short Description that best describes the procedure macro.
      • "Active" is selected by default. To change the procedure macro to inactive at any time, click to clear the selection.
    2. Under the Procedures section, enter the procedure(s) and additional information (e.g., modifiers, units, diagnoses, NDC) as necessary.
      • Click to select the appropriate diagnosis code set from the Mode drop-down menu.
      • Click the field under a column to enter data.
        Tip_Icon.pngTip: Enter "?" in the procedure or diagnosis fields to search and select from the codes list.
        • To remove a column, right click on the column header and select Remove This Column. The column is removed.
        • To add an available column, right click on any column header and select Column Chooser. The Customization pop-up window opens. Then, drag and drop the column to the desired location in the Procedures section.
        • To remove a procedure line, right click on the procedure line and select Remove Procedure.
  3. Click Save when finished.
Desktop_ProcedureMacros_New.png

Edit Procedure Macro

  1. Find the procedure macro then double click to open it. The Edit Procedure Macro window opens.
  2. Make the desired changes.
  3. Click Save.
Desktop_ProcedureMacros_Edit.png

Delete Procedure Macro

  1. Find the procedure macro then click to select it > Delete. A confirmation pop-up appears.
  2. Click Yes to confirm the deletion. The procedure macro is deleted. 
Desktop_ProcedureMacros_Delete.png
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